Filed July 18, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $203,819 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $128,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $127,781 |
CBRE2 years Filed as: CBRE, INC. Service code 30 · EIN 95-2743174 | Direct payment from the plan; Employe... | $79,739 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $64,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,343 | $73,367-10.9% | $169,452-61.4% | $73,367-10.9% |
| Participation rate | 75.6% | 69.5%+6.1pp | 77.8%-2.2pp | 69.5%+6.1pp |
| Annual return | -1.01% | 173.45%-174.5pp | 1.83%-2.8pp | 173.45%-174.5pp |
| Employer contribution / active EE | $1,977 | $2,499-20.9% | $4,157-52.4% | $2,499-20.9% |
| Participant deferral / active EE | $5,846 | $4,033+45.0% | $5,277+10.8% | $4,033+45.0% |
| Admin fee / account holder | $21 | $68-69.8% | $9,110-99.8% | $68-69.8% |